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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,988 | $129,737-90.0% | $119,126-89.1% | $154,746-91.6% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 21.99% | 379.08%-357.1pp | 282.11%-260.1pp | 172.34%-150.3pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,892 | $5,842-33.4% | $5,318-26.8% | $6,730-42.2% |
| Admin fee / account holder | $860 | $11,961-92.8% | $10,693-92.0% | $14,365-94.0% |